Glenn A.U. Drake, CFP®
Glenn has more than 30 years of financial-services experience and focuses on asset-management services, retirement planning and investment planning. He has earned the CERTIFIED FINANCIAL PLANNER™ certificate and is dedicated to helping his clients accumulate, preserve and distribute their wealth while providing unmatched personal service.
Prior to forming Drake-Kinzer Wealth Management, LLC in 2010, Glenn was a Vice President – Investments at Wells Fargo Advisors and A.G. Edwards. Since 1988, he has spent his career helping affluent families and business owners plan for and pursue their retirement goals. He has also given numerous educational seminars around the Maryland area on topics as varied as asset allocation and proper estate planning techniques*.
Glenn holds a bachelor’s degree in business administration and finance from Washington & Lee University. He and his wife, Denise, live in Annapolis and are active in their church and local community. Glenn enjoys golf, boating and is an avid cyclist having completed several multi-day 500 mile fundraising rides to fight MS.
*Drake-Kinzer Wealth Management and Wells Fargo Advisors Financial Network do not provide tax or legal advice
John S. Kinzer, CFP®
Prior to forming Drake-Kinzer Wealth Management, LLC in 2010, John was a Vice President – Investments at Wells Fargo Advisors and A.G. Edwards & Sons. He started his investment advising career in 1987 and has enjoyed over three decades of working with affluent individuals and small business owners in pursuing their investment and retirement goals. He has given numerous local investment seminars over the last 20 years ranging in topic from proper asset allocation to planning a more secure retirement.
John is a CERTIFIED FINANCIAL PLANNER™ practitioner and is also licensed to offer life and health insurance.
John lives in Brookeville, Maryland and is the father of two wonderful children. He is active in his church and local community, and enjoys hiking, mountain biking, photography and anything to do with the great outdoors.
Rachel H. Waltjen
Senior Registered Client Associate
Rachel Waltjen, our full-time assistant, is a Senior Registered Client Associate with over 19 years of industry experience. As a vital member of our team, Rachel assists clients with all administrative issues. She and her husband, Rick, live in Pasadena with their Chesapeake Bay retriever, Mr. Maxwell.
John Gideon has been helping clients for 26 years. As he embarks on the second half of his third decade he draws on his experience to help clients navigate the ups and downs of financial markets. He specializes in working with retired clients and clients who are approaching retirement. He utilizes investment planning to ensure clients have a retirement and estate plan in place that they can review and update throughout their retirement years.